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Customer History

I am trying to figure out a way to pull a report with a list of customers that have not done any business with us in the past 2-4 years in QuickBooks online. Can anyone give me any suggestions on how to pull this type of Customer report?

1 Comment
QuickBooks Team

Re: Customer History

Thanks for posting this concern, @lmbatt.

 

I have the information you need about tracking a list of customers that haven't done any business with you for tha past 2-4 years.

 

At this time, there's not a way to do this in QuickBooks Online. While the feature isn't available, I encourage you to send feedback straight to our product developer to let them know you'd like this feature added.

 

Here's how:

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your request/product suggestion, then click Next.
  4. Select Feedback as the Category.
  5. Click Send message.

We truly appreciate hearing from you to incorporate this feature in future updates. To reinforce your request, I'll also be sending a product suggestion about your concern.


That information should get you in the right direction. Feel free to drop by the Community again if you have other questions. Have a nice day!